Claim OwnershipAcademy Securities: Geopolitical & Macro Strategy Podcast
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Description
Geopolitical & Macro Strategy discussions focusing on risks around the globe that have the capacity to impact capital markets and the world economy
90 Episodes
Reverse
Introduction
Objectives of U.S. and Israeli Strikes on Iran
Iran’s Retaliatory Strikes
Risk of Escalation in the Region
Potential for Regime Change
Macroeconomic Impacts
Conclusion
U.S. and Israel Launch Strikes on Iran
Extent of Retaliation by Iran
Risk of Regional Escalation
Potential for Regime Change
Macroeconomic Implications
Introduction
Nuclear Talks and the Likelihood of a Conflict with Iran
What Comes Next For Cuba?
Russia/Ukraine War Update
China, Taiwan, and the Philippines
Macroeconomic impacts
Conclusion
Introduction
Protests in Iran
Regime's Response to the Crisis
Possible U.S. Action in Iran
What Comes Next for the Regime
Macroeconomic Impacts
Conclusion
U.S. Captures Maduro
Protests in Iran
Status of the Russia/Ukraine Peace Discussions
Chinese Wargame Exercises Around Taiwan
Opportunities for the U.S. in Africa
Macroeconomic Implication
Introduction
Will Venezuela strikes result in removing Maduro in 2026?
Russia/Ukraine peace in 2026?
Will the ceasefire in Gaza/Lebanon hold in 2026?
China/Taiwan tensions continue in 2026?
Will Russia and China expand their footprints in Africa in 2026?
Macroeconomic impacts
Conclusion
National Production for National Security
U.S. Initiatives in Rare Earths, Critical Minerals, Chips, and Electricity
Changing Priorities to Highlight Defense of the Homeland
Increased Pressure on Latin America
Opportunities for Investment
Macroeconomic Implications
Introduction
Status of the Ceasefire in Gaza
Update on the War in Ukraine
Tensions Between China and the U.S. Over Rare Earths
U.S. Increases Pressure on Latin America
Macroeconomic Impacts
Conclusion
Introduction
Russia’s Drone and Aircraft Incursions into NATO Countries
Israel Expands its Operations in Gaza City
Tensions Between China and the Philippines Continue
U.S. Strikes on Venezuelan Drug Boats
Telecom Threat in NYC
Macroeconomic Impacts
Conclusion
Introduction
Russia | Ukraine Peace Discussions
Israel Commences Operation to Occupy Gaza City
Tensions Between China and the Philippines
U.S. Deploys Naval and Marine Corps Forces to the Caribbean
Macroeconomic Impacts
Conclusion
Introduction
Russia | Ukraine Peace Discussions
Israel Commences Operation to Occupy Gaza City
Tension Between China and the Philippines
U.S. Deploys Naval and Marine Corps Forces to the Caribbean
Macroeconomic Impacts
Conclusion
1Introduction
Israel’s Preemptive Strikes on Iran
Iranian Missile Attacks on Israel
U.S. Involvement in Defending Israel
Escalation Scenarios
Potential for a Nuclear Deal
Macroeconomic Impacts
Conclusion
Introduction
Ceasefire Between India and Pakistan
Iran Nuclear Discussions
U.S. Nuclear Posture and Missile Defense
Russia | Ukraine Peace Talks
China | U.S. Trade Deal
Macroeconomic Impacts
Conclusion
Introduction
Israel Returns to War in Gaza
U.S. | Iran Nuclear Talks
Ceasefire Discussions Regarding War in Ukraine
Tensions with China over Tariffs and Taiwan
Macroeconomic Implications
Conclusion
Introduction
Status of the ceasefire discussions in Gaza
U.S. applies pressure on Iran
Ukraine peace talks in Saudi Arabia
Tensions over tariffs with China
Gray zone concerns
Macroeconomic impacts
Conclusion
Introduction
U.S. priorities in space
Artemis program and U.S. return to the moon
Competition with China and Russia in space
Commercial opportunities and rare earth minerals
Space Force
Macroeconomic impacts
Conclusion
Introduction
Status of the ceasefire in Gaza
Potential for U.S. engagement with Iran
Update on the war between Russia and Ukraine
Tensions over tariffs with China
U.S. interest in Greenland
Macroeconomic impacts
Conclusion
Uncertainty in Syria in 2025
Potential for a Ceasefire in Gaza in 2025
Engagement with Iran in 2025
Likelihood of a Ceasefire Between Russia and Ukraine in 2025
Tensions Between China and Taiwan/the Philippines Continue in 2025
Macroeconomic Implications
Introduction
Assad regime falls in Syria
Update on the war in Gaza and the ceasefire in Lebanon
U.S. engagement with Iran in 2025
Likelihood of a ceasefire between Russia and Ukraine in 2025
Tension with China over Taiwan and the Philippines continues in 2025
Macroeconomic impacts
Conclusion
Introduction
Update on the war in Gaza, Hezbollah, and the ceasefire negotiations
Iran and Israel exchange strikes once again
North Korea sends troops to Russia
Tensions between China and Taiwan
Macroeconomic impacts
Conclusion
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